Public Storage
DE ˙ DB ˙ US74460D1090
244,10 € ↑1,30 (0,54%)
2026-06-03
DEL PRIS
SecurityDE:PUP / Public Storage
InstitutionWaddell & Associates, Llc
Latest Disclosed Ownership3,146 shares
Latest Disclosed Value $ 852,064
Waddell & Associates, Llc reports 3.25% increase in ownership of PUP / Public Storage

On May 11, 2026 - Waddell & Associates, Llc filed a 13F-HR form disclosing ownership of 3,146 shares of Public Storage (DE:PUP) valued at $719,490 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,047 shares of Public Storage. This represents a change in shares of 3.25% during the quarter. The current value of the position is $767,939 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 3,146 99 3.25 852 7.85 0.0481
2026-02-11 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 3,047 -1,176 -27.85 791 -35.19 0.0534
2025-11-10 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 4,223 320 8.20 1,220 6.46 0.1038
2025-08-12 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 3,903 877 28.98 1,145 26.52 0.1222
2025-05-14 2025-03-31 13F/A-1 PUBLIC STORAGE OPER COM 74460D109 3,026 11 0.36 906 0.33 0.1100
2025-05-07 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 3,026 11 906 0.1100
2025-05-14 2024-12-31 13F/A-1 PUBLIC STORAGE OPER COM 74460D109 3,015 11 0.37 903 -17.47 0.0920
2025-02-13 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 3,015 11 903 0.0920
2024-11-12 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 3,004 69 2.35 1,093 29.50 0.1330
2024-08-06 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 2,935 1,028 53.91 844 52.62 0.1111
2024-05-08 2024-03-31 13F PUBLIC STORAGE COM 74460D109 1,907 13 0.69 553 -5.95 0.0748
2024-02-14 2023-12-31 13F PUBLIC STORAGE COM 74460D109 1,894 -1,025 -35.11 588 -23.54 0.0791
2023-11-07 2023-09-30 13F PUBLIC STORAGE COM 74460D109 2,919 25 0.86 769 -8.89 0.1125
2023-08-07 2023-06-30 13F PUBLIC STORAGE COM 74460D109 2,894 23 0.80 845 -2.65 0.1240
2023-05-10 2023-03-31 13F PUBLIC STORAGE COM 74460D109 2,871 22 0.77 867 8.65 0.1356
2023-02-10 2022-12-31 13F PUBLIC STORAGE COM 74460D109 2,849 15 0.53 798 -3.86 0.1337
2022-11-02 2022-09-30 13F PUBLIC STORAGE COM 74460D109 2,834 1 0.04 830 -6.32 0.1606
2022-07-27 2022-06-30 13F PUBLIC STORAGE COM 74460D109 2,833 11 0.39 886 -19.53 0.1804
2022-04-21 2022-03-31 13F PUBLIC STORAGE COM 74460D109 2,822 0 0.00 1,101 4.16 0.1767
2022-02-01 2021-12-31 13F PUBLIC STORAGE COM 74460D109 2,822 25 0.89 1,057 27.20 0.1676
2021-11-10 2021-09-30 13F PUBLIC STORAGE COM 74460D109 2,797 15 0.54 831 -0.72 0.1415
2021-08-16 2021-06-30 13F PUBLIC STORAGE COM 74460D109 2,782 2,782 837 0.1271
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.